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Portfolio (Quarterly) Guide ↗

Triumph Capital Management

· CIK 0001730765
13F Portfolio $552M AUM 1,861 positions Filed Jul 21, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 1861 New
Page 57 of 94  ·  1,861 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1121 AME AMETEK INC Industrials 47.0 $11K 0.00% NEW $242.68 -1.5%
1122 AM ANTERO MIDSTREAM CORP Energy 500.0 $11K 0.00% NEW $22.75 -2.2%
1123 SRET GLOBAL X FDS 500.0 $11K 0.00% NEW $22.67 -1.0%
1124 FINV FINVOLUTION GROUP Financial Services 2,350.0 $11K 0.00% NEW $4.79 -8.1%
1125 AWK AMERICAN WTR WKS CO INC NEW Utilities 85.0 $11K 0.00% NEW $131.71 +4.2%
1126 IYJ ISHARES TR 67.0 $11K 0.00% NEW $166.66 -1.7%
1127 ACCO ACCO BRANDS CORP Industrials 2,660.0 $11K 0.00% NEW $4.16 +1.7%
1128 BBVA BANCO BILBAO VIZCAYA ARGENTA Financial Services 438.0 $11K 0.00% NEW $25.06 +14.2%
1129 WELLS FARGO & CO 9.0 $11K 0.00% NEW $1218.89
1130 ROST ROSS STORES INC Consumer Cyclical 51.0 $11K 0.00% NEW $213.82 +7.1%
1131 FIDELITY COVINGTON TRUST 140.0 $11K 0.00% NEW $77.25
1132 WU WESTERN UN CO Financial Services 1,400.0 $11K 0.00% NEW $7.70 -5.1%
1133 BMO BANK MONTREAL MEDIUM Financial Services 61.0 $11K 0.00% NEW $176.70 -2.2%
1134 E ENI SPA Energy 228.0 $11K 0.00% NEW $46.86 +22.4%
1135 MCY MERCURY GENL CORP NEW Financial Services 100.0 $11K 0.00% NEW $106.62 -2.6%
1136 FEZ SPDR INDEX SHS FDS 155.0 $11K 0.00% NEW $68.68 +3.8%
1137 LCII LCI INDS Consumer Cyclical 100.0 $11K 0.00% NEW $105.88 -0.4%
1138 SMR NUSCALE PWR CORP Utilities 1,055.0 $11K 0.00% NEW $10.03 -9.6%
1139 AXIA ENERGIA SA 1,000.0 $11K 0.00% NEW $10.56
1140 MOMO HELLO GROUP INC Communication Services 1,800.0 $10K 0.00% NEW $5.80 -1.7%
Page 57 of 94  ·  1,861 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 33.2%
Technology 31.6%
Consumer Cyclical 8.7%
Healthcare 7.2%
Communication Services 5.1%
Real Estate 2.8%
Industrials 2.7%
Energy 2.7%
Consumer Defensive 2.4%
Basic Materials 2.2%